Wokelo is a Gen-AI powered investment research platform. It automates complex research and analysis tasks, traditionally performed by humans. Wokelo is leveraged by leading Private Equity, Investment Banks, Corporate Strategy, Venture capital, and Fortune 500 firms.
Our proprietary agentic technology and state-of-the-art large language models (LLMs) deliver rich insights and high-fidelity analysis in a matter of minutes, transforming how financial decisions are made.
We are headquartered in Seattle with a global team, supported by renowned venture funds and industry leaders who share our vision. We are growing fast and expanding across multiple segments.
Role Overview:We are seeking a high-caliber Associate/Senior Associate to join our Strategy & Operations team. This role offers a unique opportunity to work closely with the leadership team on high-impact strategic initiatives, cross-functional problem-solving, and operational excellence.
You’ll operate at the heart of our organisation, shaping strategy, streamlining execution, and ensuring outcomes. Ideal for someone with strong analytical thinking, structured problem-solving, and a bias for action.
Key Responsibilities:Strategic Projects: Drive high-priority initiatives (e.g., market expansion, product strategy, pricing, org design), owning end-to-end execution from research to implementation.
Operational Excellence: Identify inefficiencies and design scalable processes across GTM, product ops, customer success, and internal workflows.
Cross-Functional Management: Collaborate with Product, Engineering, Sales, and Customer teams to unblock execution and ensure strategic alignment.
Data-Driven Decision Making: Analyze internal data and external trends to provide actionable insights and support executive decision-making.
Business Intelligence: Build dashboards, KPIs, and tracking systems to measure the performance of strategic and operational initiatives.
Founder Support: Operate as an extension of the leadership team, managing priorities, preparing internal/board materials, and ensuring follow-through on key actions.
0.5–2 years of experience in strategy, consulting, VC/PE, high-growth startups, or founder’s office roles.
Strong analytical toolkit- structured thinking, comfort with data, and ability to synthesize ambiguity into clarity.
Track record of getting things done - bias for execution, attention to detail, and ownership mindset.
Excellent communication skills- able to craft compelling narratives and influence stakeholders across functions.
High integrity, discretion, and maturity; thrives in fast-paced, dynamic environments.
Education: Bachelor's from Tier 1 institutions in India (e.g., BITS Pilani, NITs, St. Stephen’s, SRCC, Ashoka, etc.) or equivalent international universities.
Prior experience in SaaS, enterprise AI, or vertical automation.
Exposure to product-led or B2B GTM organisations.
Work at the intersection of cutting-edge AI and high-leverage decision-making.
Join a nimble, ambitious team that operates with deep trust and velocity.
Accelerate your career by solving hard problems in strategy, systems, and scale.
Competitive compensation, ESOPs, and fast learning curve.
Full health coverage, flexible time-off, and remote work culture.
Top Skills
What We Do
Wokelo is a Gen-AI powered investment research platform for automating complex research workflows like due diligence, sector research, and portfolio monitoring.
Leveraging its proprietary large language model (LLM) based-agents, Wokelo automates and streamlines the curation, synthesis, and triangulation of data, delivering client-ready outputs.
Wokelo works with leading private equity funds, investment banks, consulting firms, and corporates to make data-driven decisions.
